STEP
Systematic Tracking of Exchanges in Procurement
STEP – Advantages
Procurement Streamlining & Monitoring &
Reporting
Planning & tracking automation
• Procurement • End-to-end • Portfolio
planning processing Management
• Activity tracking
• No-objection • Project status
• Implementation System review
roadmap
• Document • Performance
• Notification and reporting
alerts Management
• Automated • Business
publications Intelligence
STEP: Features
• New procurement methods - as per the new procurement
framework
• Partial on-line approval of procurement plan
previously not available
• Actual dates of procurement activities captured
[provided entered !]
STEP: Features
• United Nation’s Standard Procurement Service
Code [UNSPSC] use is mandatory
• STEP enables auto publication of approved procurement plan,
publication notices and contract award information in the Bank’s
external website, UNDB online, World Bank Finances App, and World
Bank Procurement App
• Client to enter information of bids evaluated, records of
bidders
STEP: Features
• STEP automatically populates information on any Debarred List
/Temporary Suspensions List hit firms when you choose the
supplier/contractor/firm name for recommendation of award/shortlist
• The Client is required to enter both prior and post
review activities to be able to capture/generate the report to
monitor progress of the project. Evaluation report details are however
required to be entered only for prior review activities
STEP: Features : Automatic publication of Procurement Notices
Automated Publication to 4
electronic outlets
United Nations
1 Development Business
2 www.worldbank.org
Automated Publication
World Bank Finances
3 App
World Bank Procurement
4 App
STEP : System Set Up :
System generated notification once the project is setup in STEP by the Bank
STEP : Using the System : Preferred Browsers, and URL
Preferred Browser : Google Chrome
Other browsers that support STEP : Internet Explorer,
Firefox
Accessing the System : URL : www.step.worldbank.org
Click on : ‘LOGIN’
STEP : Log In Screen
STEP : View of Project Dashboard
Upon logging into STEP, you are taken to the Project
Dashboard Page.
STEP : Creating a General Procurement Notice-Step 1
On the Project Details screen, click on
Create in the General Procurement Notice
section to add a GPN to this project
STEP : Creating a General Procurement Notice-Step 2
STEP : Creating a General Procurement Notice-Step 3
STEP : Creating a Procurement Plan – Step 4 – Adding a New Activity
STEP : Creating a Procurement Plan – Step 5 -
Choosing Category/Method/Description of Procurement
STEP : Creating a Procurement Plan – Step 6:
Choosing Applicable Project Component
STEP : Creating a Procurement Plan – Step 7 :
Choosing Applicable UNSPSC Category Code
STEP : Creating a Procurement Plan – Step 8 :
Choosing Applicable UNSPSC Category Code [Contd.]
STEP : Creating a Procurement Plan – Step 9 :
Saving a Procurement Activity
STEP : Creating a Procurement Plan – Step 10 :
Procurement Road Map Giving Realistic, Estimated
Procurement Timelines
STEP : Updating a Procurement Plan – Step 11 :
As Required/Annual/Bi-annual Basis
Original Dates Revised Dates Actual Dates
Comments
STEP : View of New Procurement Activity &
Option of Sending Activity to the Bank – Step 12:
STEP : Sending a Procurement Plan to the Bank - Step 13
Formulating a Forwarding Email to the Bank
STEP : Communication Log
STEP : Communication Log
STEP : View of Procurement Activities in Procurement Plan- Step 10
STEP : Uploading bid documents - Step 1
STEP : Uploading bid documents - Step 2
STEP : Uploading bid documents - Step 3
STEP : Uploading bid documents - Step 4
Save
STEP : Uploading bid documents - Step 5
Send to Bank
STEP : Draft Bidding Document No Objection Issued
STEP : Create Notice – Specific Procurement Notice – Step 1
STEP : Create Notice – Specific Procurement Notice – Step 2
STEP : Create Notice – Specific Procurement Notice – Step 3
STEP : Create Notice – Specific Procurement Notice – Step 4
Notice gets published automatically.
STEP : Proposal Submission/Opening/Minutes - Step 1
STEP : Proposal Submission/Opening/Minutes - Step 2
STEP : Proposal Submission/Opening/Minutes - Step 3
STEP : Proposal Submission/Opening/Minutes - Step 4
STEP : Proposal Submission/Opening/Minutes - Step 5
STEP : Details of Bid Evaluation Report - Step- 1
STEP : Details of Bid Evaluation Report - Step- 2
STEP : Details of Bid Evaluation Report - Step- 3
STEP : Details of Bid Evaluation Report - Step- 4
STEP : Details of Bid Evaluation Report - Step- 5
STEP : Details of Bid Evaluation Report - Step- 6
STEP : Details of Bid Evaluation Report - Step- 7
STEP : Details of Bid Evaluation Report - Step- 8
STEP : Details of Bid Evaluation Report - Step- 9
STEP : Finalization of Award - Step- 1
STEP : Finalization of Award- Step- 2
STEP : Finalization of Award- Step- 3
STEP : Signed Contract Stage - Step- 1
STEP : Signed Contract Stage - Step- 2
STEP : Signed Contract Stage - Step- 3
STEP : Signed Contract Stage - Step- 4
STEP : Amendment to Contract - Step- 1
STEP : Amendment to Contract - Step- 2
STEP : Amendment to Contract - Step- 3
STEP : Amendment to Contract - Step- 4
STEP : Amendment to Contract - Step- 5
STEP: Client monitoring dashboard
